Q: Thank you for your answer to my previous question. I should have clarified the funds I am speaking of are U$. What would you recommend (ETF wise) in US markets as an alternative?
Thanks for all You do
gm
Thanks for all You do
gm
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I'm not sure if you will provide information and/or are comfortable commenting on Fidelty Investment ETFs. I have taken a cursory look at this particular fund. I am looking for something comparable that can generate a similar or better yield (4.01%) while enjoying a conservative capital gains opportunity.
Thanks for all you do
gm
Thanks for all you do
gm
Q: I have a 3% weighting in USD RRSP account, would their be a better bond play/recommendation than this for capital appreciation in USD?
Q: Hi Peter,
US Central Bank finally starting to cut interest rate; however, several days last week and today, the yield for 2 years to 10 years treasuries are moving up. What is the reason behind this disconnect? Also, if my aim to purchase bonds is to maximize my capital gain resulting from interest rate cuts, is it better to invest in Target date bond index ETF like RQS, rather than buying an open end bond ETF like XBB? My understanding is that if I hold my Target date bond index ETF till maturity, my capital gain would not be diluted vs constant bond renewals in a typical bond ETF like XBB. Thanks.
US Central Bank finally starting to cut interest rate; however, several days last week and today, the yield for 2 years to 10 years treasuries are moving up. What is the reason behind this disconnect? Also, if my aim to purchase bonds is to maximize my capital gain resulting from interest rate cuts, is it better to invest in Target date bond index ETF like RQS, rather than buying an open end bond ETF like XBB? My understanding is that if I hold my Target date bond index ETF till maturity, my capital gain would not be diluted vs constant bond renewals in a typical bond ETF like XBB. Thanks.
Q: Good afternoon,
Which of these two is better to invest my US cash for the next year?
Secondly which is safer?
Thanks,
George
Which of these two is better to invest my US cash for the next year?
Secondly which is safer?
Thanks,
George
Q: Why is the price of XBB going down now, since interest rates have come down?
Q: Considering what is happening to the Treasury yield curve, if one is looking for capital gains what maturity of bonds would you suggest at this time?
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Convertible Bond Index ETF (CVD)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: These are some of the bond ETFs you have previously suggested. You have recently noted that, while interest rates are dropping and long-term bonds should ultimately provide the most torque in this scenario, shorter-duration bonds should not be forgotten. Does this suggest that a 50/50 split between longer and shorter duration is best, or would you suggest some kind of uneven split for a retired-income investor looking for stability and reasonable growth? As a general strategy, would you also include some portion be allotted to convertible bonds?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
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Fidelity Total Bond ETF (FBND)
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Realty Income Corporation 6.000% Series A Cumulative Redeemable Preferred Stock (O.P)
Q: Realty preferred shares are being redeemed so I have some funds to buy more safe income securities. I'm thinking a US GIC paying 4.35% (fully secured) or SGOV 5.22% secure with some fluctuation or FBND 4.77% not including fees. Where do you think the value lies.
Q: Hi, I see Hamilton ETF has brought a new covered call ETF HBIL. Other than it being brand new, and no history, and a bit on the small side with only $10 m in AUM, what are your thoughts on this as a replacement for our HISA's.
Thanks
Thanks
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BMO Long Corporate Bond Index ETF (ZLC)
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BMO Long Provincial Bond Index ETF (ZPL)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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iShares U.S. IG Corporate Bond Index ETF (CAD-Hedged) (XIG)
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BMO High Yield US Corporate Bond Index ETF (ZJK)
Q: Looking to add some longer duration bonds with inflation and interest rates dropping. You think this is a good move. Already own lpay, zst and cbil and looking for diversification, any other suggestions are welcome.
Thanks and have a great day.
Thanks and have a great day.
Q: HBIL is new. etf Can you tell me the yield and how safe should it be for 10% of my portfolio? Thanks, James
Q: Hi 5i,
I accumulate cash in my TFSA until I have enough to purchase a meaningful position in a stock. What are some good options you'd recommend for holding the cash in to generate interest while it accumulates?
Thanks for all you do -
Evan
I accumulate cash in my TFSA until I have enough to purchase a meaningful position in a stock. What are some good options you'd recommend for holding the cash in to generate interest while it accumulates?
Thanks for all you do -
Evan
Q: I wonder if you can tell me the yield on DYN6004, the ISA - F savings account/fund from Bank of Nova Scota Itrade.
Shortly I will have about $150K to park for 6 months inside an Itrade TFSA, and think this is where I should put it.
Any other suggestions for a 3 to 9 month 'parking' inside of Itrade TFSA (or could be taken out to non-registered acct) would be appreciated!
Thanks!
Paul
Shortly I will have about $150K to park for 6 months inside an Itrade TFSA, and think this is where I should put it.
Any other suggestions for a 3 to 9 month 'parking' inside of Itrade TFSA (or could be taken out to non-registered acct) would be appreciated!
Thanks!
Paul
Q: What do you think of the RBC Target Bond Index funds. These are designed to synthesize the return on a single bond for a specific year of maturity. Are they likely to be a good place to put some cash for the next year or two ?
Q: hello 5i:
we've owned JPIE for just under a year now and am very happy with returns, and low volatility. Two questions:
One: is performance mostly due to timing eg. expectations of lower interest rates, meaning if expectations reverse, price would fall?
Two: what would you consider to be direct competitors to JPIE, possibly with less risk, when (not if) rates begin to rise again?
thanks
Paul L
we've owned JPIE for just under a year now and am very happy with returns, and low volatility. Two questions:
One: is performance mostly due to timing eg. expectations of lower interest rates, meaning if expectations reverse, price would fall?
Two: what would you consider to be direct competitors to JPIE, possibly with less risk, when (not if) rates begin to rise again?
thanks
Paul L
Q: You had some previous thoughts on this one. I'm attracted to the 9-10% dividend but concerned about your previous comments that this one could be "hurt" by lowering interest rates. I guess that is why it is near a 52 week low. Any thoughts on this one now and as we head into 2025 ... is the ~ 9% dividend safe...it's been at ~ $ 17 for almost 2 years ... is the share price safe at around that level ?
Q: In 2024, I put some money in BMO HISA accounts (ex: BMT109- not sure how to call them). The distributions are reinvested, not paid. Do you know if BMO will declare the interest paid at the end of the year, or will I have to declare them only when I sell some of it? Good day.
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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iShares Core U.S. Aggregate Bond ETF (AGG)
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Vanguard Total Bond Market ETF (BND)
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iShares 20+ Year Treasury Bond ETF (TLT)
Q: With the lowering of interest rates, what bond funds to invest in? Bond ETF’s?
Q: What is your opinion on structured notes. If they are good for income, how do we purchase them? Thanks, James
Also are their similar ETFs?
Also are their similar ETFs?